topic hubAdministration & Setupofficial - Microsoftreviewed - checked by Opus

Customize Business Central

Customization of Business Central for administrators and users: role-based page layouts, Premium experience, colored Cue indicators, and extensions. It answers how to tailor the interface and features, and what individual extensions do, how they are set up, and their limits.

Path: Development and administration > Customize Business Central · tier official · system administration · narrative reviewed (checked by Opus)

Overview

This section covers the ways to tailor Business Central. The overview page “Customizing Business Central” introduces the approaches: profile customization, experience settings, colored indicators on cues, app installation and page personalization. Start there to pick the right approach.

The remaining pages each cover one task. “Customizing Pages for Roles” explains how administrators change page layouts for profiles and roles. “Enable Premium features” shows how to select the experience level in Company Information. The Cue page explains how to set colored indicators on Role Center tiles.

The subtopic “Customize with extensions” (26 pages) covers installing, uninstalling and managing apps. It also covers individual extensions for migration, payments, banking, insights, forecasting and country-specific needs (UK, DK, EU), including setup, limits and deprecation status.

Key points

  • Page customization for profiles and roles lets administrators add fields from source tables and control field visibility.
  • Editing of customized pages can be locked or unlocked, and customizations can be managed or cleared.
  • Selecting the Premium experience in Company Information gives access to all functionality, including Manufacturing and Service Management. Essentials is also an experience level.
  • Colored Cue indicators use low, middle and high threshold ranges, each with its own color style.
  • Cue indicators are set up on the Cue Setup page, either company-wide or for individual users.
  • The extensions subtopic covers installing, uninstalling and managing apps.
  • Extensions cover migration, payments, banking, insights, forecasting and country-specific needs for UK, DK and EU, with notes on limits and deprecation.

Subtopics

More Learn pages

  • Customizing Business Central: Read about the different ways of customizing Business Central to improve access to functionality and features you need most as suits your daily work.
  • Customizing Pages for Roles: Learn how to customize the user interface for a profile (role) so that all users assigned that role see a customized workspace.
  • Enable Premium features: Learn what the Essentials and Premium user experience tiers mean for the user interface, application areas, and your company.
  • Set up your customized colored indicators for a Cue’s activity: As an administrator, you can set up Cues that appear on the users’ Role Centers to include an indicator that changes color based on the data values in the Cues.

Videos and posts

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Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

Learn also names 57 objects with no object page: page/1080, page/1081, page/1083, page/1085, page/1087, page/1089, page/1360, page/1361, page/1364, page/1450, page/1451, page/1452, page/1453, page/1454, page/1458, page/1460, page/1665, page/1860, page/1861, page/1862, page/1863, page/1864, page/1867, page/1868, page/1869, page/1874, page/1882, page/1883, page/1884, page/1885, page/1886, page/1888, page/1890, page/1891, page/1892, page/1893, page/1894, page/1898, page/1899, page/1900, page/1901, page/1902, page/1903, page/1904, page/1905, page/1906, page/2502, page/4026, page/4090, page/4091, page/4092, page/4093, page/4094, page/4095, page/4096, page/4097, page/9142.

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